Invst, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 347 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Invst, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$9,266,923
-10.1%
88,097
+20.3%
1.34%
-17.8%
Q3 2021$10,308,000
+1.1%
73,229
+1.5%
1.63%
-2.5%
Q2 2021$10,198,000
-2.8%
72,121
-4.6%
1.67%
-7.9%
Q1 2021$10,490,000
+16.4%
75,628
+0.9%
1.81%
+10.9%
Q4 2020$9,009,000
+28.3%
74,946
+10.5%
1.64%0.0%
Q3 2020$7,024,000
+10.7%
67,827
+1.5%
1.64%
-13.2%
Q2 2020$6,346,000
+12.7%
66,795
-13.3%
1.88%
-19.3%
Q1 2020$5,633,000
-13.9%
77,065
+1.1%
2.33%
-20.8%
Q3 2019$6,545,00076,2072.95%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,320,561$120,369,0005.21%
Dynasty Wealth Management, LLC 12,500$1,139,0001.97%
Spruce Investment Advisors LLC 8,011$730,0001.50%
Trust Co 38,350$3,496,0001.44%
TRUST CO OF OKLAHOMA 22,750$2,073,663,0000.99%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,814$2,444,0000.99%
Heritage Trust Co 29,137$2,656,0000.95%
DOWLING & YAHNKE LLC 94,331$8,598,0000.78%
Visionary Asset Management, Inc. 30,350$2,766,0000.77%
MEITAV INVESTMENT HOUSE LTD 142,068$12,949,0000.76%
View complete list of VANGUARD WORLD FDS shareholders